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Andrew Catterall, JP Morgan
From Wealth Management / Business Models December 15, 2021

Private banking moves from paper trails to personalised service

Technology has transformed the adviser-client relationship, although the journey still has a long way to run with advances in AI and big data in their early stages

Amy Lo, UBS
From Wealth Management / Business Models December 15, 2021

Banks must evolve to connect with the clients of tomorrow

Private banks need to engage with the next generation of potential clients much earlier and do so with a workforce this segment can relate to

Eric Syz, Banque Syz
From Wealth Management / Business Models December 15, 2021

Size isn’t everything as Syz revels in boutique status

Geneva-based Banque Syz has deliberately avoided scaling up and chasing higher volumes, says co-founder and CEO Eric Syz, instead targeting the higher end of the wealth market

David Lawrence, Kingswood
From Wealth Management / Private Banking November 23, 2021

Kingswood continues pursuit of ambitious growth plans

The London-headquartered firm is looking for acquisitions in both its home market and overseas

PWM-Private-Banking-Awards-2021-Logo_Master
From Wealth Management / Private Banking November 4, 2021

Global Private Banking Awards 2021: Winners' profiles

This year’s record number of winners (65), the highest since the global private banking awards programme started in 2009, is a clear indication of private banks’ increased focus on client needs and their ability to innovate

PWM 1021 cover
From Wealth Management / Private Banking November 4, 2021

Global Private Banking Awards 2021: Top tier towers over competition

With clients demanding expertise in areas such as ESG, alternatives and technology, PWM’s awards celebrate success for those banks which stay one step ahead 

Philipp Rickenbacher, Julius Baer
From Wealth Management / Profiles November 3, 2021

Julius Baer fleet of foot in era of monumental change

The digital revolution, Covid-19 and the changing nature of Swiss private banking are just some of the challenges facing Julius Baer’s CEO, Philipp Rickenbacher

Tomer Tzach 75*96
From Wealth Management / Private Banking October 26, 2021

Today’s private investments fuel tomorrow’s changemakers

The world of direct investments into private companies is vast and full of potential for ventures seeking capital

Ylva Baeckstrom
From Wealth Management / Business Models September 23, 2021

Private View Blog: Time for the financial industry to jettison the jargon

Banks may be offering videos and dictionaries to explain the complexities of financial terminology, but it would be much better to simplify the language

Eva Lindholm, UBS
From Wealth Management / Business Models September 1, 2021

Private banks wise up to untapped opportunity of women in wealth

The wealth management industry has been guilty of sidelining female clients, but there is increasing awareness of the opportunities offered by this growing client segment

Now in their fifth year, the PWM Wealth Tech Awards recognise the prominent role of technology in private banking.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (June/July 2022)

Wealth Tech Awards 2022

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